Ultimate PM Toolkit

July 9, 2026 · View on GitHub

A Claude Code plugin with 48 PM skills + 5 agents + 6 workflows + 4 hooks designed for product leadership at B2B SaaS companies.

Domain-agnostic — customize domain-context.md once for your company, product, personas, compliance requirements, and industry. Every skill adapts automatically.

Install

/plugin marketplace add marfoerst/the-pragmatic-pm
/plugin install pm-toolkit@the-pragmatic-pm

Setup

  1. Company context — Open domain-context.md and replace the example content with your company's details (product, personas, compliance, metrics, competitive context, sales & GTM structure)
  2. Personal context (optional) — Open personal-context.md and fill in your role, seniority, strengths, growth areas, and communication preferences. Skills adapt their depth and tone to your experience level.
  3. Start using any skill — they all read your context automatically

Getting Started

New to the toolkit? Start here:

StepSkillWhat You'll DoTime
1/pm-hubSee all skills, get routed to the right one2 min
2/pm-jtbdUnderstand the customer problem (extract job statements)30 min
3/pm-prd (Mode B)Write a lightweight feature spec20 min
4/pm-reviewQuality-check your spec before sharing10 min
5/pm-okr (Mode A)Set quarterly goals for your squad30 min

Once comfortable, explore the full catalog below or run a multi-stage workflow.

Skills by Category

Foundation

SkillWhat It Does
pm-hubMaster router — lists skills, routes by intent
pm-prdStandalone PRD generation — outcome/customer-centric (Full, Lightweight, V2, Migration modes)
pm-reviewQuality gate — checks problem clarity, metrics, scope
pm-pricingSaaS pricing analysis and optimization (Monetizing Innovation methodology)
pm-ai-pricingAI feature pricing, packaging, and monetization strategy
pm-north-starDefine North Star metric + input metric tree
pm-metric-frameworkFull metric hierarchy with leading + lagging indicators
pm-onboarding-flowDesign SaaS onboarding flows
pm-release-notesGenerate customer-facing release notes

Discovery & Data

SkillWhat It Does
pm-jtbdJobs-to-be-Done extraction and analysis
pm-persona-generatorData-driven persona creation
pm-feature-requestsAnalyze and categorize feature requests
pm-funnel-analyzerConversion funnel diagnosis
pm-ab-testA/B test design with proper methodology
pm-feedback-categorizerCategorize and prioritize user feedback
pm-productboard-insightsDistill customer demands from a transcript into Insights and push to Productboard via MCP

Strategy

SkillWhat It Does
pm-okrDefine, refine, check-in, score, and align OKRs
pm-quarterly-planningFull quarter planning with capacity and bets
pm-strategic-reviewEnd-of-quarter strategic review
pm-swotSWOT analysis with strategic implications
pm-value-prop-canvasStrategyzer Value Proposition Canvas
pm-opportunity-treeTeresa Torres Opportunity Solution Tree
pm-devils-advocateChallenge product assumptions
pm-build-vs-buyBuild/buy/partner decision framework
pm-risk-registerProduct risk identification and mitigation (includes migration mode)
pm-cohort-plannerCohort migration-readiness: complete functional scope a user cohort needs to work fully in the new product, with coverage-risk flags
pm-migration-plannerSaaS migration planning: strategy, feature parity, go/no-go gates, data migration, legacy sunset
pm-due-diligenceFast product & commercial DD screen for an acquisition target (functional scope + pricing) → Pursue / Pass / Dig Deeper

Communication

SkillWhat It Does
pm-executive-updateSCQA-structured executive updates
pm-decision-documentADR-style product decision records
pm-stakeholder-simulatorSimulate stakeholder reactions
pm-product-briefAmazon-style working-backwards brief
pm-one-pagerExecutive one-pager for proposals
pm-board-deckBoard/investor deck content
pm-pe-migration-reportPE board migration progress dashboard (ARR, waves, synergies)
pm-meeting-notesStructured PM meeting notes

Go-to-Market

SkillWhat It Does
pm-messaging-frameworkConsistent messaging across all touchpoints (Dunford positioning)
pm-battlecardPer-competitor sales battlecards
pm-objection-handlerSales objection response playbooks
pm-sales-deckSales/pitch deck content with talk track
pm-gtm-launchGo-to-market launch playbooks
pm-win-lossWin/loss analysis and interview templates

Operations

SkillWhat It Does
pm-sprint-retroSprint retrospective facilitation
pm-postmortemBlameless post-mortem analysis
pm-process-docsSOP and runbook generation
pm-customer-successCS playbooks for lifecycle stages
pm-dashboard-designerAnalytics dashboard design
pm-journey-mapCustomer journey mapping

Workflows (Multi-Skill Chains)

Workflows chain multiple skills into guided, multi-stage processes. Each stage produces a named artifact that feeds the next. All workflows support mid-entry — skip stages if you already have the inputs.

WorkflowWhat It Does
pm-workflow-problem-to-prdProblem -> JTBD -> Persona -> Opportunity Tree -> PRD -> Review
pm-workflow-competitive-intelSWOT -> Market Sizing -> Competitive Profile -> One-Pager
pm-workflow-quarterly-cycleStrategic Review -> North Star -> OKRs -> Planning -> Roadmap
pm-workflow-sales-enablementMessaging -> Battlecards -> Objection Playbook -> GTM Launch
pm-workflow-migrationMigration PRD -> Migration Planner -> Risk Register -> Stakeholder Simulation -> Comms + PE Report

Agents

AgentRole
pm-discovery-leadOrchestrates discovery work
pm-data-analystOrchestrates data analysis
pm-ops-facilitatorOrchestrates PM operations
pm-comms-writerOrchestrates PM communication
pm-gtm-strategistOrchestrates go-to-market and sales enablement

Design Principles

Every skill enforces:

  1. "Why First" — Problem clarity before solutions
  2. Leading + Lagging Indicators — Every metric needs both
  3. Scope Discipline — Explicit non-goals and cut lines
  4. Domain Awareness — Compliance, regulatory, and industry context from domain-context.md
  5. Personal Awareness — Adapts depth and tone to your seniority and preferences from personal-context.md
  6. Hybrid Interaction — Ask critical questions, generate draft, iterate

Customization

Company Context (domain-context.md)

All domain-specific knowledge lives in domain-context.md. This includes:

  • Company & product — Name, type, target market
  • Personas — Who uses your product and how
  • Compliance — Regulatory frameworks relevant to your industry
  • Calendar — Seasonal events that affect planning and releases
  • Metrics — Domain-specific benchmarks and KPIs
  • Ecosystem — Key integrations and partners
  • Sales & GTM — Sales team structure, deal stages, ICP, buyer personas, win/loss patterns
  • Examples — JTBD examples, funnel stages, onboarding milestones

The plugin ships with a B2B SaaS ERP example context. Replace it with your own.

Personal Context (personal-context.md)

Your personal profile helps skills adapt to your experience level:

  • Role & seniority — Title, years in product, team size
  • Background — Domain expertise, strengths, growth areas
  • Organization — Who you report to, stakeholders, decision-making culture
  • Communication preferences — Feedback style, output format, language, formality
  • Skill self-assessment — Rate yourself 1-5 across PM disciplines so skills adjust guidance depth
  • What to avoid — Specific instructions (e.g., "don't over-explain JTBD, I know it well")

Frameworks & Abbreviations

This toolkit builds on established product management and pricing methodologies:

Pricing & Monetization

TermFull NameWhat It IsUsed In
WTPWillingness to PayHow much a customer would pay for a product/feature. The foundation of value-based pricing.pm-pricing, pm-ai-pricing
Van WestendorpVan Westendorp Price Sensitivity Meter4-question survey to find the acceptable price range (too cheap, good value, getting expensive, too expensive)pm-pricing
Gabor-GrangerGabor-Granger Price Point TestingSurvey method testing purchase probability at specific price points to find the revenue-maximizing pricepm-pricing
NRRNet Revenue Retention(Starting MRR + expansion - contraction - churn) / Starting MRR. Measures growth from existing customers. >100% means you're growing without new sales.pm-pricing, pm-ai-pricing
ARPUAverage Revenue Per User/AccountTotal revenue / total users or accounts. Key pricing health metric.pm-pricing, pm-ai-pricing
MoSCoWMust/Should/Could/Won'tPrioritization framework for requirements. Must = non-negotiable, Should = important, Could = nice-to-have, Won't = explicitly out of scope.pm-prd
TCOTotal Cost of OwnershipFull cost including purchase, implementation, training, maintenance — not just license price. Used in competitive pricing comparisons.pm-pricing, pm-battlecard

Product Strategy & Discovery

TermFull NameWhat It IsUsed In
JTBDJobs to Be DoneFramework by Christensen: customers "hire" products to get a job done. Focus on the job, not the product.pm-jtbd, pm-workflow-problem-to-prd
OKRObjectives and Key ResultsGoal-setting framework: qualitative Objective + measurable Key Results. 0.7/1.0 score = success.pm-okr, pm-workflow-quarterly-cycle
SWOTStrengths, Weaknesses, Opportunities, ThreatsStrategic analysis matrix. Internal (S/W) vs external (O/T), helpful vs harmful.pm-swot, pm-workflow-competitive-intel
OSTOpportunity Solution TreeTeresa Torres framework: desired outcome -> opportunities -> solutions -> experiments. Visual discovery tool.pm-opportunity-tree
RICEReach, Impact, Confidence, EffortPrioritization scoring: (Reach x Impact x Confidence) / Effort. Used for feature prioritization.pm-feature-requests
TAM/SAM/SOMTotal/Serviceable/Obtainable MarketMarket sizing: TAM = entire market, SAM = reachable with your product, SOM = realistic capture in 3 years.pm-workflow-competitive-intel

Communication & Positioning

TermFull NameWhat It IsUsed In
SCQASituation, Complication, Question, AnswerExecutive communication framework (McKinsey). Lead with context everyone agrees on, then the tension, the question, and your answer.pm-executive-update, pm-comms-writer
ADRArchitecture Decision RecordStructured format for documenting decisions: context, options considered, decision made, consequences.pm-decision-document
Dunford PositioningApril Dunford's 5-Component FrameworkSequential positioning: Competitive Alternatives -> Unique Attributes -> Value -> Target Customer -> Market Category. From "Obviously Awesome."pm-messaging-framework, pm-battlecard, pm-sales-deck
VPCValue Proposition CanvasStrategyzer tool: Customer Profile (jobs, pains, gains) mapped to Value Map (products, pain relievers, gain creators). Tests product-market fit.pm-value-prop-canvas

Operations & Metrics

TermFull NameWhat It IsUsed In
SOPStandard Operating ProcedureStep-by-step documented process with ownership, decision points, and checklists.pm-process-docs
AARRRAcquisition, Activation, Retention, Revenue, Referral"Pirate Metrics" framework for SaaS growth funnels. Each stage has its own metrics.pm-funnel-analyzer, pm-metric-framework
NPSNet Promoter ScoreCustomer loyalty metric: % Promoters (9-10) minus % Detractors (0-6). Range: -100 to +100.pm-feedback-categorizer
DAU/MAUDaily/Monthly Active UsersEngagement ratio. DAU/MAU > 60% = very sticky product.pm-metric-framework
ICPIdeal Customer ProfileDefinition of the perfect-fit customer: company size, industry, tech maturity, buying trigger, disqualifiers.domain-context.md, pm-messaging-framework
GTMGo-to-MarketStrategy for launching products to customers: positioning, channels, pricing, enablement.pm-gtm-launch, pm-workflow-sales-enablement
CSCustomer SuccessPost-sale function: onboarding, adoption, expansion, renewal, churn prevention.pm-customer-success

AI Pricing (specific to pm-ai-pricing)

TermWhat It Is
Inference costThe cost of running an AI model per query/token. Variable cost that scales with usage.
Attach rate% of eligible customers who adopt an AI feature. Key metric for AI monetization.
Copilot taxHow much more customers will pay for an AI-augmented version of an existing feature. Typically 20-40% for copilots, 50-100% for agents.
Per-agent pricingPricing model for autonomous AI workers — charge per AI agent deployed, typically at 10-30% of the human FTE cost it replaces.
AI creditsUsage allotment model: include N AI actions per month in the subscription, charge for overage.

Key Books Referenced

BookAuthor(s)What It Contributes
Obviously AwesomeApril Dunford5-component positioning framework used in pm-messaging-framework, pm-battlecard, pm-sales-deck
Monetizing InnovationMadhavan Ramanujam & Georg Tacke (Simon-Kucher)WTP-first pricing, 4 monetization failure types, Gabor-Granger, behavioral pricing in pm-pricing
InspiredMarty CaganProduct discovery and dual-track agile principles throughout
Continuous Discovery HabitsTeresa TorresOpportunity Solution Tree in pm-opportunity-tree
Measure What MattersJohn DoerrOKR methodology in pm-okr

Hooks

The plugin includes 4 hooks that run automatically:

HookEventWhat It Does
Context ReinjectionSessionStart (after compaction)Re-injects domain-context.md and personal-context.md into context when long conversations compress
Quality GateStopValidates PM deliverables follow the 3 design principles (problem clarity, leading+lagging metrics, scope discipline)
Usage LoggerPostToolUse / PostToolUseFailureLogs every PM skill execution to ~/.claude/pm-toolkit/audit.jsonl for usage analytics
Workflow TrackerPostToolUseTracks multi-step workflow progress to .pm-toolkit-workflow-state.json in the current project so workflows can resume across sessions

Hook scripts live in hooks/ and are configured via hooks/hooks.json. The workflow tracker writes per-project state — if you don't want it committed, add .pm-toolkit-workflow-state.json to your project's .gitignore.

Skill Disambiguation

Some skills sound similar but serve different purposes:

If you need...Use thisNot this
An outcome-centric requirements doc (what/why, not how)pm-prdpm-product-brief (that's a 1-page working-backwards narrative)
A 1-page pitch for leadership approvalpm-one-pagerpm-product-brief (that's for product team alignment)
To set OKRs for your squadpm-okrpm-workflow-quarterly-cycle (that's the full 5-stage quarterly planning ceremony)
A pricing strategy for your core productpm-pricingpm-ai-pricing (that's specifically for AI features)
A competitive cheat sheet for salespm-battlecardpm-workflow-competitive-intel (that's a strategic analysis for product leadership)

Author

Martin Foerster